+69.4%
LIN vs GLDM
+125.5%
-56.2%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.7% | -1.1% | +2.1% |
| 7D | +3.3% | -0.3% | +3.5% | +3.3% |
| 30D | +8.8% | -1.9% | +10.6% | +9.0% |
| 3M | +8.6% | -0.4% | +9.0% | +8.5% |
| 6M | +7.0% | -10.1% | +17.1% | +8.1% |
| YTD | +24.3% | -5.8% | +30.1% | +23.6% |
| 1Y | +27.3% | +3.1% | +24.2% | +24.7% |
| 3Y | +38.9% | +103.4% | -64.5% | +18.4% |
| 5Y | +69.4% | +125.5% | -56.2% | +29.1% |
| All | +69.4% | +125.5% | -56.2% | +29.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded GLDM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling